BHV
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 27.31K | +0.6% | $348,481 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 2 | Cetera Investment Advisers | 14.53K | New | $185,454 | 0.0% | New | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 11.37K | New | $145,091 | 0.0% | New | 1 | SEC ↗ |
| 4 | Cerity Partners LLC | 10.42K | New | $132,961 | 0.0% | New | 1 | SEC ↗ |
| 5 | UBS Group AG | 5.14K | -1.3% | $65,612 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Osaic Holdings, Inc. | 4.10K | 0.0% | $52,316 | 0.0% | Held | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 2.37K | New | $30,000 | 0.0% | New | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 0 | — | $3 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Cetera Investment Advisers | $185,454 | 0.0% |
| LPL Financial LLC | $145,091 | 0.0% |
| Cerity Partners LLC | $132,961 | 0.0% |
| Royal Bank Of Canada | $30,000 | 0.0% |
Exited
| Stifel Financial Corp | $174,431 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 10 holders, 95.59K shares, $990,284 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.